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Sponsor portfolio

PARAGON REALTY, LLC

EIN 26-1599109-commercial real estate-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
11
8700 NORTH STREET - FISHERS, IN 46038317-806-6718paragoncompanies.comLinkedIn1-10 employeescommercial real estate
Plans on this EIN
2 filings
#001401k-$1.6M - 6 part#002CashBalance-$119K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • LLC 401(K) Savings (#001)93%
  • CASH BALANCE PENSION (#002)7%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC 401(K) Savings (#001)6
  • CASH BALANCE PENSION (#002)5
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PARAGON REALTY, LLC 401(K) SAVINGS PLAN

401k

Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PARAGON REALTY, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$119K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PARAGON REALTY, LLC 401(K) SAVINGS PLAN401k$1.6M62024
002PARAGON REALTY, LLC CASH BALANCE PENSION PLANCashBalance$119K52024
Retirement plans
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